SOA Wealth Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History

SOA Wealth Advisors’s Portfolio BIP Stock Details BIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-700	Closed	-$19.9K	–	857
2024 Q1	$21.8K	Buy	700 +200	+40%	+$6.07K	﹤0.01%	436
2023 Q4	$15.7K	Hold	500	–	–	﹤0.01%	460
2023 Q3	$14.7K	Hold	500	–	–	﹤0.01%	474
2023 Q2	$18.3K	Hold	500	–	–	﹤0.01%	446
2023 Q1	$16.9K	Buy	500 +200	+67%	+$6.74K	﹤0.01%	451
2022 Q4	$9.3K	Hold	300	–	–	﹤0.01%	531
2022 Q3	$10K	Hold	300	–	–	﹤0.01%	505
2022 Q2	$11K	Hold	300	–	–	﹤0.01%	477
2022 Q1	$13K	Hold	300	–	–	﹤0.01%	532
2021 Q4	$12K	Hold	300	–	–	﹤0.01%	530
2021 Q3	$11K	Hold	300	–	–	﹤0.01%	563
2021 Q2	$11K	Hold	300	–	–	﹤0.01%	556
2021 Q1	$10K	Hold	300	–	–	﹤0.01%	509
2020 Q4	$10K	Buy	+300	New	+$9.77K	﹤0.01%	510

Other funds holding BIP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

SOA Wealth Advisors's BIP Position: Q2 2024 in Review

SOA Wealth Advisors sold out of Brookfield Infrastructure Partners (BIP) in Q2 2024, closing a stake of 700 shares — an estimated $19.9K sold.

SOA Wealth Advisors first reported a position in BIP in Q4 2020 and held it in 14 quarters. The position peaked at $21.8K in Q1 2024. 324 funds tracked by Wall St. Rank hold BIP as of Q2 2024.

SOA Wealth Advisors reported no remaining Brookfield Infrastructure Partners position as of Q2 2024 after selling out during the quarter.
SOA Wealth Advisors sold 700 Brookfield Infrastructure Partners shares in Q2 2024, an estimated $19.9K.
SOA Wealth Advisors first reported a position in Brookfield Infrastructure Partners in Q4 2020 and held it in 14 quarters.
SOA Wealth Advisors's Brookfield Infrastructure Partners position peaked at $21.8K in Q1 2024.
324 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.